Tesla recently launched their new AI training cluster with 10,000 GPUs
NVIDIA
In a recent TIME article adapted from his forthcoming book on Elon Musk, Walter Isaacson gives us a rare look into the innovative strides Tesla is making in the realm of artificial intelligence. Musk's ambitions have consistently set him apart, and Isaacson provides intriguing details, such as Musk's original intent to merge Tesla with OpenAI.
Though the idea didn't pan out, Musk's unyielding vision saw him championing rival AI teams to birth a series of groundbreaking projects. With Tesla vehicles sending back "160 billion frames per day of video" of humans in diverse real-world situations, the scale and scope of the data being harnessed are staggering.
"Tesla's real-world AI is underrated," Musk emphasized, highlighting the company's edge in the AI race. He posed a challenging notion: "Imagine if Tesla and OpenAI had to swap tasks... Who wins? We do."
FSD V12: More than Just Code
The Full Self-Driving v12 live stream from Musk's phone to X has generated more than 45 million views. This wasn't merely an upgrade but a glimpse into a future where technology starts to mimic human intelligence and seamlessly intertwines with it all, thanks to the power of neural nets.
This evolution marks a radical departure for those tracking Tesla's technological trajectory. Musk revealed that they had scrapped over 300,000 lines of hard-coded programming from the car's neural networks to take the helm. The FSD V12's efficacy was laid bare as it tackled construction zones, speed bumps, roundabouts, and traffic with much more ease than we've seen in public releases. Musk encapsulated this transition with his apt exclamation, "This is all nets, baby, nothing but net."
Real-World Challenges & AI Nuances
But it's not just about making the car drive. As Musk demonstrated, it's about making it drive like a human — with all the nuances that come with that. From not jerking abruptly to finding a lane to the smoothness in transitioning from one traffic condition to another, the FSD V12 is designed to observe, learn, and replicate the best of human driving behavior. However, it also underscores the challenges of programming AI for real-world scenarios. As Musk explained, the sparse data on drivers coming to complete stops at stop signs poses an obstacle. With less than 0.5% of drivers fully adhering to this rule, it's a stark reminder that AI is navigating a world where humans often flout regulations.
Looking Ahead: AI & Beyond
Isaacson's insights, combined with the V12 showcase, hint at a future where Tesla isn't just leading the electric vehicle market but is also on the frontlines of the AI revolution. Musk's commitment to AI is evident as he navigates the complexity of running multiple ventures, from SpaceX to Neuralink and the much-anticipated xAI. The next chapter promises even more advancements. Isaacson's book release is tomorrow, September 12th.
Subscribe
Subscribe to our newsletter to stay up to date on the latest Tesla news, upcoming features and software updates.
It was a rainy April 1st when a news-searching author went on a delve into the depths of April Fools to find fact from falsehood. And while we found a lot of fantastic jokes, we also found some good ideas.
So, with a shoutout to MarcoRP on X, whose April Fool’s Joke gave us a good run for our money for a couple of minutes, we thought to ourselves - what would a Cybercab Charging Station / Cleaning Hub really look like?
Cybercab Wireless Charging Sites
Now, before continuing, we’d like to point out that the image up top is a joke from Marco - it isn’t an accurate or real site map submission from Tesla. However, it gave us the impetus to think critically about what is required for a Robotaxi fleet, based primarily on the Cybercab, to be able to service a city.
Requirements
Tesla will likely need to charge a small fleet of Cybercabs at a single time and in a single place. That means that the site needs to be large enough to cover a major metro area while also still being compact enough to not cost too much money to build out.
In addition, we need to factor in charge times. The Cybercab is likely to launch with a battery around 50 kWh, which will result in a range of approximately 300 miles. With that much range, the average Cybercab may not need to charge more than once or at all during daytime shifts, so instead, most of the vehicles will charge overnight.
MarcoRP
Math and Charge Times
The overnight charging means that most of these vehicles could be charged slowly. When we did some back-of-the-napkin math last year, we determined that Tesla’s wireless charger will likely peak around 17 kW (for comparison, Tesla’s Wall Connector at 32 amps charges at about 7 kW). If we scale Tesla’s wireless charger down slightly to 10 kW, accounting for some energy loss and the potential size of the site, that means a Cybercab will be able to charge in about 5 hours.
Tesla’s upcoming V4 Supercharger unit can currently handle 1.5MW per cabinet, but this slower-speed charging is A/C, not DC, which means there is a step-down loss of about 3-5%. Let’s make that a comfortable 10% for any other overages, but we can estimate around 1.35MW of power. That 1.3MW will easily handle charging up to 100 Cybercabs at once - all wirelessly, using Tesla’s unique beam-forming and beam-steering technology to keep efficiency high at every single stall.
Within about 5 hours, a whole fleet of 100 Cybercabs could be charged overnight when electricity rates are cheaper and still be out in time for the morning commute.
While this is all just hypothetical, it really does make sense that Tesla will be establishing these sites that won’t require much space or a ton of energy.
Tesla recently curtained off a large section of the parking garage at Giga Texas, as well as some of their chargers on the eastern end of the facility, leading us to believe they may just be testing this at scale internally.
There’s a lot to look forward to with Tesla’s V4 Supercharger deployment coming this year and with Robotaxi launching in just a couple of months.
Tesla released its Q1 2025 delivery and production numbers this morning, reporting 336,681 vehicles delivered and 362,615 produced—marking the company’s weakest quarter since 2022. Deliveries declined 13% year-over-year and fell well short of Wall Street estimates, which ranged from 360,000 to 370,000. Some analysts had forecast as many as 407,000 units.
Despite the shortfall, Tesla stock is actually up about 4% this morning, not only suggesting the market had already priced in weaker performance, but that this may be seen as the low point for the company. Tesla began delivering its refreshed Model Y in March, and production across all four Gigafactories was impacted by several weeks of downtime as Tesla retooled lines to accommodate the newer model. However, there’s no doubt that there is some brand impact from Elon Musk.
Comparing Numbers
Most of the deliveries—323,800 units—came from the Model 3 and Model Y lineup, while the “Other Models” category (including the Cybertruck, Model S, and Model X) accounted for 12,881 deliveries. That’s a 31% drop for Model 3/Y and a sharper 45% drop for the Other Models category compared to the previous quarter. However, comparing it to a more applicable Q1 2024, these numbers are only down about 13% for the Model 3/Y and down about 24% for the Model S/X and Cybertruck.
In terms of production, Tesla built 345,454 Model 3/Y vehicles and 17,161 from its “Other Models” line. The company attributed the production drop to the Model Y changeover but said the ramp is “going well.” This still leaves a large gap between production and delivery numbers, although they may not be as large as many had feared.
Q1 2025
Q1 2024
Q4 2024
Model 3/Y Deliveries
323,800
369,783
471,930
Model 3/Y Production
345,454
412,376
436,718
Other Models Deliveries
12,881
17,027
23,640
Other Models Production
17,161
20,995
22,727
Total Deliveries
336,681
386,810
495,570
Total Production
362,615
433,371
459,445
Cybertruck
One major weak point in Tesla’s numbers seems to be Cybertruck deliveries. While Tesla previously expected the Cybertruck to sell more than 250k units per year, we’re already seeing a decline in numbers. This is likely due to several factors, including the higher-than-expected price point of the truck, the unavailability of the RWD model, and the Cybertruck’s polarizing design, which may attract unwanted attention right now.
While the Cybertruck was ramping up production in 2024, making the lower numbers reasonable, the deliveries for Q1 2025 dropped drastically compared to the previous quarter. Cybertruck deliveries are estimated to be in the 5- 6k unit range for the quarter.
The good news to take away here is that the Single Motor variant of the Cybertruck appears to be nearing release. The price of the RWD version is expected to be about $60k USD before any incentives.
Q1 Earnings Call
Tesla announced their quarterly numbers this morning and posted on social media that they’ll live stream their Earnings Call on April 22nd.
This post was later edited to change “Q1 Earnings Call” to “Q1 Company Update.” It’s not clear whether there’s any significance in this change, but it could mean that Tesla has more to announce during the call.
The Company Update will occur on April 22nd at 2:30 PM PT / 5:30 PM ET. The standard Q&A session with executives and Musk is expected to follow the release of additional financial results for the quarter.
Tesla is set to launch its long-awaited Robotaxi service in June, and a cheaper, mass-market model is also planned for this year. With delivery numbers coming in soft and the refreshed Model Y just hitting the road, all eyes will be on forward-looking commentary during the update.
